Latest Institutional Purchases of Ishares Tr (IEFA)
This list provides information on the latest institutional transactions involving Ishares Tr (IEFA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
528+ 97.24% |
$36K - $39.3K
|
1.07K
$95.1K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
314New |
$21.4K - $23.4K
|
314
$27.9K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
298New |
$20.3K - $22.2K
|
298
$26.4K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
108New |
$7.36K - $8.04K
|
108
$9.59K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
69New |
$4.7K - $5.14K
|
69
$6.12K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
52+ 68.42% |
$3.54K - $3.87K
|
128
$11.4K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
35New |
$2.38K - $2.61K
|
35
$3.11K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Jabodon Pt CO
Reno, NV |
BUY
|
- |
884KNew |
$54.2M - $62.3M
|
884K
$78.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
338KNew |
$20.7M - $23.8M
|
338K
$30M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
236KNew |
$14.5M - $16.6M
|
236K
$20.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
232KNew |
$14.2M - $16.3M
|
232K
$20.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
62.1K+ 153.98% |
$3.81M - $4.38M
|
102K
$9.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
31.1K+ 2.9% |
$1.91M - $2.19M
|
1.1M
$98M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
20.3K+ 7.08% |
$1.24M - $1.43M
|
307K
$27.2M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
18.5K+ 44.11% |
$1.14M - $1.31M
|
60.6K
$5.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$832K - $956K
|
13.6K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$654K - $751K
|
10.7K
$946K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
7.54K+ 141.18% |
$462K - $531K
|
12.9K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.92KNew |
$424K - $488K
|
6.92K
$614K
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
6.8KNew |
$417K - $479K
|
6.8K
$604K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.19KNew |
$318K - $365K
|
5.19K
$460K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.87K+ 6.49% |
$298K - $343K
|
79.9K
$7.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.29K+ 2.31% |
$263K - $302K
|
190K
$16.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.75KNew |
$230K - $264K
|
3.75K
$333K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.66KNew |
$224K - $258K
|
3.66K
$325K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.52KNew |
$216K - $248K
|
3.52K
$312K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.36KNew |
$206K - $237K
|
3.36K
$298K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
3.18KNew |
$195K - $224K
|
3.18K
$282K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.16K+ 21.86% |
$194K - $223K
|
17.6K
$1.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
3.13KNew |
$192K - $221K
|
3.13K
$278K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
3.11KNew |
$191K - $219K
|
3.11K
$276K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.04KNew |
$186K - $214K
|
3.04K
$270K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.96KNew |
$181K - $208K
|
2.96K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.94KNew |
$180K - $207K
|
2.94K
$261K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.85KNew |
$175K - $201K
|
2.85K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
2.2KNew |
$135K - $155K
|
2.2K
$195K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.07K+ 2.45% |
$127K - $146K
|
86.6K
$7.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 36.04% |
$108K - $124K
|
6.67K
$592K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.24KNew |
$75.7K - $87K
|
1.24K
$110K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
543New |
$33.3K - $38.3K
|
543
$48.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
531New |
$32.6K - $37.4K
|
531
$47.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
485New |
$29.7K - $34.2K
|
485
$43K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
411+ 6850.0% |
$25.2K - $29K
|
417
$37K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
275+ 275.0% |
$16.9K - $19.4K
|
375
$33.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
181+ 0.89% |
$11.1K - $12.8K
|
20.6K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
169+ 3.16% |
$10.4K - $11.9K
|
5.52K
$490K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
132New |
$8.09K - $9.3K
|
132
$11.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
83+ 1.38% |
$5.09K - $5.85K
|
6.08K
$540K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
50+ 0.95% |
$3.07K - $3.52K
|
5.31K
$471K
|
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
14New |
$858 - $987
|
14
$1.24K
|
|